NATIONS FINANCIAL GROUP INC, /IA/ /ADV

Q2 2026 13F-HR Holdings

Location
Cedar Rapids, IA
Holdings as of
6/30/2026
Date filed
7/23/2026
Form type
13F-HR
Num holdings
789
Total value ($000)
$2,093,223
Net value change ($000)
+151,767 (7.8%)
New positions
72
Sold out positions
56
Turnover %
7.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
EXXONMOBIL HOLDINGS CORP COM SHS 10,927 NEW
XLK 8,816 43.4%
MU 8,794 228.8%
FBCG 8,496 32.8%
AAPL 7,885 18.1%
IVV 7,796 16.1%
CORZ 7,660 209.9%
QQQ 7,559 24.8%
SEABRIDGE GOLD INC COM 7,086 NEW
LLY 7,068 109.5%
Top Reduces (Value $000, Stocks/ETFs)
XOM -14,355 -100.0%
USMV -11,091 -97.8%
SCHD -10,922 -85.7%
SA -7,533 -100.0%
FTSL -7,484 -100.0%
STIP -7,171 -88.8%
IJH -5,843 -18.9%
PTL -5,697 -100.0%
CVX -5,022 -35.4%
LNG -4,959 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type